DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS | LA CENTER, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CREATIVEONE WEALTH, LLC | Independent wealth | Nov 9, 2017 | n/a | yes | LA CENTER, WA|OVERLAND PARK, KS | Current employment |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Sep 1, 2016 | Oct 3, 2017 | no | LA CENTER, WA | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | Jun 1, 2005 | Sep 1, 2016 | no | LA CENTER, WA|OVERLAND PARK, KS|LA CENTER, WA|OVERLAND PARK, KS | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Oct 1, 2002 | Jun 15, 2005 | no | LA CENTER, WA | Previous registration |
| IIS GLOBAL ADVISORS, INC. | n/a | May 17, 1999 | Sep 20, 2002 | no | LACENTER, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC | CREATIVEONE WEALTH, LLC | Oct 3, 2017 | Nov 9, 2017 | 37 | Firm change | Other |
| VSR ADVISORY SERVICES | SUMMIT FINANCIAL GROUP INC | Sep 1, 2016 | Sep 1, 2016 | 0 | Bulk transfer | Other |
| VOYA FINANCIAL ADVISORS, INC. | VSR ADVISORY SERVICES | Jun 15, 2005 | Jun 1, 2005 | -14 | Firm change | Other |
| IIS GLOBAL ADVISORS, INC. | VOYA FINANCIAL ADVISORS, INC. | Sep 20, 2002 | Oct 1, 2002 | 11 | Firm change | Other |